2023 Form 5500 filing — U. S. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008135353NAL0009752083001) for U. S. Retirement Plan, reported by Mars, Incorporated under EIN 22-1594774 and plan number 001. It reports 28,471 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135353NAL0009752083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mars, Incorporated
- EIN
- 22-1594774
- Plan number
- 001
- Location
- Hackettstown, NJ
- Participants
- 28,471
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,318,595,012
- Total liabilities (EOY)
- $4,124,207
- Net assets (EOY)
- $5,314,470,805
- Employer contributions
- $8,685
- Participant contributions
- $0
- Total income / additions
- $213,540,853
- Benefits paid
- $302,952,786
- Administrative expenses
- $17,713,664
- Total expenses
- $320,666,450
- Net increase / (decrease)
- -$107,125,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thackeray Partners Rlty Fund V, Lp | NONE | $0 | $6,194,907 |
| Sig | NONE | $5,999,212 | not reported in the loaded dataset |
| Greystar Thackeray Rlty Fund Vi, Lp | NONE | $0 | $5,957,563 |
| Willis Towers Watson Us LLC | NONE | $3,086,982 | not reported in the loaded dataset |
| Thackeray Partners Rlty Fund Iv, Lp | NONE | $0 | $1,531,012 |
| Performance Venture Capital Ii Lp | NONE | $1,380,931 | not reported in the loaded dataset |
| Arrowstreet Capital Management | NONE | $808,907 | not reported in the loaded dataset |
| Northern Trust | NONE | $708,484 | not reported in the loaded dataset |
| Tcw Direct Lending Viii LLC | NONE | $0 | $559,576 |
| Acadian Asset Management LLC | NONE | $513,371 | not reported in the loaded dataset |
| Lba Realty LLC | NONE | -$32,749 | $536,545 |
| Shamrock Capital Advisors LLC | NONE | $243,964 | $219,523 |
| Tcw Direct Lending Vii LLC | NONE | $0 | $448,460 |
| Boldhaven Management Llp | NONE | $0 | $338,035 |
| Jp Morgan Chase Bank, Na | NONE | $335,449 | not reported in the loaded dataset |
| Long Wharf Capital | NONE | $0 | $332,353 |
| Carter-Haston Multifamily Value V | NONE | $0 | $280,000 |
| Pricewaterhousecoopers | NONE | $205,349 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $189,188 | not reported in the loaded dataset |
| Voya Investment Trust Company | NONE | $174,751 | $0 |
| Marathon Asset Management Limited | NONE | $167,540 | not reported in the loaded dataset |
| Riverwood Capital Management Lp | NONE | $0 | $154,358 |
| Ubs Asset Management Trust Company | NONE | $138,693 | $0 |
| Raine Capital, LLC | NONE | $0 | $132,588 |
| Causeway Capital Management LLC | NONE | $0 | $120,408 |
| Tenaya Capital | NONE | $0 | $104,193 |
| Segall Bryant & Hamill LLC | NONE | $84,373 | not reported in the loaded dataset |
| Aetna | NONE | $74,278 | not reported in the loaded dataset |
| North Pier Fiduciary Mgmt | NONE | $60,320 | not reported in the loaded dataset |
| Cortec Management Vi LLC | NONE | $0 | $42,394 |
| Cortec Management Vii LLC | NONE | $426 | $36,302 |
| Hudson Realty Capital Fund Iv | NONE | $28,788 | not reported in the loaded dataset |
| Onex Partners Iv Lp | NONE | $24,832 | $0 |
| Clarivest All Canada-A Series | NONE | $0 | $22,409 |
| Angelo Gordon Realty | NONE | $13,418 | $0 |
| Rhumbline Advisers | NONE | $11,423 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | NONE | $10,164 | $0 |
| Tcw Direct Lending LLC | NONE | $0 | $8,458 |
| Ssga | NONE | $6,025 | $0 |
| Arcm Feeder Fund Iv Ltd. | NONE | $31 | $0 |